We were here for you and your business when the economy collapsed in 2008, and we are here for you NOW. The COVID-19 crisis forces you to make decisions to manage your cash flow. Before you draw on your Retirement Accounts or Home Equity lines or take other action, call us for a FREE CONSULATION – so we can help you make the best choices in this difficult time.

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Tuesdays 10:00 am

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UPCOMING WEBINARS

“There’s No Better Gift Than Being Debt Free”

December 9, 2020

6:30pm -8:00pm

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The Agenda

  • How to prioritize the critical decisions you must make – in choosing between undesired options
  • Identify the strategy for Individuals and for Business Owners who are facing financial issues from the COVID-19 Crisis

  • How to position yourself so that when this ends, you recover and excel going forward
  • Learn the available programs and options as the Crisis unfolds

“No Estate Plan? What Are You Thinking?”

November 4, 2020

6:30pm -8:00pm

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The Agenda

  • Coronavirus emphasizes the need for proper Estate Planning
  • With access to nursing homes cut off, Power of Attorney must be addressed before it is too late
  • IRAs under the new 2019 law
  • Protecting your assets for you and your children in view of financial stress caused by the crisis
  • Attendees receive a $300 Gold Certificate towards the cost of any Estate Plan
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